Michael R. Burke

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CRD#: 4724398

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Rourke Burke, CFP®, ChFC®, who also goes by Michael Burke, Mike Burke, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2003. Michael had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Michael Burke | Mike Burke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I*110986 For profit or not for profit: For-Profit Organization Name of outside business organization: Mike Burke Photography Investment related: N Address of business: 522 Georges Hill Rd., Southbury, CT 06488 Nature of business: Family Business, Position, title, association: Participant, Start date of relationship: 12/12/2017 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Photography services

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

ChFC^®

Chartered Financial Consultant

Experience

Past

October 8, 2018 - November 16, 2023

LIDO

RIA

CRD#: 269866

SOUTHBURY, CT

Past

February 11, 2016 - October 2, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

STAMFORD, CT

Past

February 11, 2016 - October 2, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

STAMFORD, CT

Past

October 16, 2014 - January 15, 2016

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

SLEEPY HOLLOW, NY

Past

October 15, 2014 - January 15, 2016

NYLIFE DISTRIBUTORS LLC

CRD#: 35350

SLEEPY HOLLOW, NY

Past

September 7, 2011 - October 16, 2014

AST INVESTMENT SERVICES, INC.

RIA

CRD#: 108897

SHELTON, CT

Past

September 7, 2011 - October 16, 2014

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

CRD#: 21570

SHELTON, CT

Past

March 7, 2011 - September 6, 2011

NATIONWIDE SECURITIES, LLC

RIA

CRD#: 11173

STAMFORD, CT

Past

February 28, 2011 - September 6, 2011

NATIONWIDE SECURITIES, LLC

CRD#: 11173

STAMFORD, CT

Past

June 26, 2007 - June 2, 2010

TOUCHSTONE ADVISORS INC

RIA

CRD#: 107028

CINCINNATI, OH

Past

June 26, 2007 - June 2, 2010

TOUCHSTONE SECURITIES, INC.

CRD#: 1526

NORWALK, CT

Past

July 13, 2006 - June 29, 2007

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

SHELTON, CT

Past

December 15, 2003 - June 29, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

SHELTON, CT

Past

December 15, 2003 - June 29, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SHELTON, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIDO

COLORADO FINANCIAL MANAGEMENT, A LIDO COMPANY | OAKHURST STRATEGIES, LLC | LIDO ADVISORS, LLC | LIDO ADVISORS | LIDO

CRD#: 269866 / SEC#: 801-100433

RIA

Registered Investment Advisory firm - (7/1/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/26/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/13/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/10/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/12/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LIDO

COLORADO FINANCIAL MANAGEMENT, A LIDO COMPANY | OAKHURST STRATEGIES, LLC | LIDO ADVISORS, LLC | LIDO ADVISORS | LIDO

CRD#: 269866 / SEC#: 801-100433

RIA

Registered Investment Advisory firm - (7/1/2015 Approved)

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Contact information

Main Address

1875 Century Park East Suite 950, Los Angeles, CA 90067

Mailing Address

Phone number

(310) 278-8232

Established

Firm type

Fiscal year end

# of Employees

320

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIDO ADV PART 2A 9.26.25 (9/26/2025)

Regulatory assets under management

Total Number of Accounts	27,931
AUM (Assets Under Management)	$ 29,080,337,946

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
11/26/2024	Cover Page	Report
01/26/2024	Cover Page	Report
02/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michael R. Burke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EAGLE STRATEGIES LLC

NYLIFE DISTRIBUTORS LLC

AST INVESTMENT SERVICES, INC.

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

TOUCHSTONE ADVISORS INC

TOUCHSTONE SECURITIES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

LIDO

State Registrations and Notice Filings

Exams

Series 65

Date: 6/26/2006

Series 63

Date: 7/13/2004

SIE

Date: 10/1/2018

Series 7

Date: 3/10/2016

Series 6

Date: 12/12/2003

Current Firm

LIDO

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LIDO

TRUST BUT VERIFY

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